UMS
82 results found
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Leak Usage
When meter readings are brought in, we have tons of customers we would like to notify that they have a leak. We were given instructions how to send a mass email to all those customers; however, the email notifications don't have the ability to tell the customer how many gallons have been used. We've been told by Tech Support there is no programming to do that. We can wait another week and a half before we notify the customers they have a leak...big or small. When the customer gets that general email about a leak, the phone start ringing off…
6 votesThis request has been completed for UMS 6.11+ and will be included in the Q2 2025 certified release, which is scheduled for July.
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Reprinting Unpaid Final Bills
Would love an option to reprint and resend JUST unpaid final bills. Any aged receivables balance in a final status that is unpaid.
1 voteShowed the customer the 'reprint unpaid final bills' option in setup>Configure Statements.
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Update Credit Card Signup Form for Auto Pay
The payment software requires a CVC code for cards but the CC Signup form from UMS only asks for card number and expiration.
1 voteThe request has been successfully completed, and a member of the technical support team will be contacting you to install the form. Your valuable feedback is greatly appreciated.
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Customer/ Location Report that includes both Service/ Location Address and Customer mailing address
I think that we are missing the most basic and "complete" report from UMS for mailing in that there is no report I see that gives me both the Location address and the Customer mailing address so that I can see that I am addressing the locations I want when mailing. The report should include all of the following:
Location Number
Customer Number
Location/ Service Address
Customer First, Last Names
Customer Mailing address, phones, emails
Owner First, Last Names
Owner Mailing address, phones, emailsThis report does not, for me in particular need to include the CUSI/ UMS "Account Number"…
30 votesThis work has been completed in version 6.11+. We fit as much as we could on the report, and the export contains any information requested that is not on the report
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Secondary/Spouse Name to Reflect on Mailing Labels
Would like to have the option to include the Secondary/Spouse's name on the core mailing labels/report.
19 votesWe are pleased to inform you that we have completed this request by creating a Custom Report. This report can be installed in your environment by our TechSupport team at no cost. To request this report, please contact us via email at techsupport@cusi.com.
Thank you for your valuable feedback!
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Declined Autopay & Expiring Credit Card - Auto Email & Auto Note
Our Agency manually sends out emails and note each account for all expiring credit cards and declined autopay items. It would be extremely helpful if there was a way to have this automated. Please reach out if more details are needed.
58 votesThe request for UMS 6.11+ has been completed and will be included in the Q2 2025 certified release, scheduled for July. UMS will add a note with the autopay result, provided that autopayment communications are enabled for the customer's account.
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Customer Search Default as Customer Number
Currently I do an ACH file outside of UMS that I send directly to our bank. When collecting the $$ amounts to build this file, I look up each customer by A/C #. I always go back after done and re-check the $$ amounts. Having to double click the mouse on the A/C# field every time is monotonous. Our old program defaulted to A/C#. If you wanted to look up by name or address, you simply clicked that. When you have customer that also know their account numbers, this would be very speedy. Wouldn't have to click "clear" "Search" "type…
1 voteThis feature is already available with UMS version 6.9. For details on setting this up, please see https://cusits.zendesk.com/hc/en-us/articles/33959107813012-Last-Search for details or contact technical support.
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PAY BY TEXT
Our old system allowed users to receive their statements via text and then they could respond to the text message and pay their bill immediately rather than just receiving the statements by text as a reminder. We have had several of our users request this function out of CUSI because that is how they were used to paying their bill and it was super easy to use once it was setup.
3 votesThis is already a function that requires our SMS interface. Please reach out to your Customer Success manager to inquire about the SMS interface or our Technical Support staff for help with this PAY BY TEXT process.
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Allow multiple "mobile" numbers
Or remove the "phone type" requirement all together, make it optional. When I go to enter in a second "mobile" number for example, it's a couple, and I want to have both of their cell phone numbers in the system, it only allows one per phone type. So I have to enter one as "mobile" and one as "home" even though both phone numbers are "mobile"
10 votesThere is already the ability to add multiple phone types within UMS. Users can go to Setup > Setup Phone Types and add the additional phone type. If you have questions or need help, please reach out to our Tech Support staff for assistance.
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Add consumption to Merge Fields
We would like the ability to add usage or consumption numbers to the email or ivr templates. Used especially for high use notifications.
Posted on behalf of Marbury Water System.
1 voteThis request has been completed for UMS 6.11+ and will be included in the Q2 2025 certified release, scheduled for July.
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Adjust Bill
Include a reference tab when processing “Adjust bill”. This will allow for comments to be entered to clearly specify the reason why we are adjusting a specific charge/month. The feature to enter comments is available when selecting “Adjust”.
17 votesThis request has been completed in UMS Version 6.11+.
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Location Template - Add Services/Rates
Extending the Location Template functionality to allow for preset Services/Rate Codes in the template could further streamline the new location process.
3 votesThis functionality already exists in UMS within the location templates. If you need help configuring this feature, please reach out to our technical support staff.
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Add the "View History” functionality from Enter Readings (similar to CBSW)
Add the "View History” functionality from Enter Readings (similar to CBSW) to quickly reference usage history when editing reads.
13 votesThis has been completed for UMS Version 6.10. Please reach out to tech support to schedule an upgrade if you need this feature.
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Audit Trail
To provide a more in-depth audit report. For example, we would like to know who changed or deleted the phone number or email address, or who edited to usage rate. Currently the audit report only shows who viewed the account and not any changes that a specific user made.
10 votesThis Audit Trail work has been completed and is now in UMS version 6.9.
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Sort shutoff service orders by route
We do all our shutoffs in one day so we need to print service orders for the entire company but it doesn't give us an option to sort by route which would be much more helpful and efficient. We'd like to be able to sort by route when in the create service orders screen during the shutoff delinquency process
8 votesThis work has been completed and is in the latest UMS build.
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delete old meter inventory
When installing a new meter the list of model numbers is too long - mostly consisting of old meter types. These should be deleted so to just show the current meter model numbers.
1 voteYou can now disable unused inventory models in versions 6.8+. To do this, go to Setup > Setup Inventory Model and edit those you wish to mark as inactive by unchecking the ‘Active’ box. If you need assistance, please reach out to our technical support staff.
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Click Through Accounts By Sequence Order
It would be super beneficial to be able to sift through the accounts by sequence order. For example, if I am in account #618 I would like to check a box that says sequence order so when I press the next or previous arrow it takes me to the one in reading sequence order.
1 voteThis is already an option by going to Setup > Customize Account Control Panel and slide the 'Sort by Route Read Sequence' over to the assigned side and save. Please reach out to our support staff if you need assistance.
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Please lengthen time or eliminate the timing out on Service Orders, they time out too quickly!
Often while working on Service Orders, they time out too quickly and we have to start over after having entered lots of information that then disappears. It is very frustrating as we are a small operation stretched thin not a lot of time to waste re-doing our work. Is there any way to significantly lengthen the time we can be in a service order before it times out or can we eliminate them timing out altogether? Thanks!
17 votesThis has been completed and the time out setting is now set to 4 hours by default in Version 6.10.
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Multiple Penalties & Interest Options
The functionality allows users to create multiple penalties and interest rates, however, when going to calculate it, the system always defaults to one. It would be easier to have the multiple option so that users can use specific rates with a variety of accounts.
6 votesBecause interest and penalty codes are specifically tied to the rate, multiple interest/penalty codes are currently permitted and functional within the software. Please reach out to technical support if you need help setting these up.
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2 votes
UMS version 6.9+ has an Audit History report that will track this information, as well as much more. Please reach out to our technical support team to get updated if you are not currently on UMS version 6.9.
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